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Use Related Data with 3 how-to topics: open the Related Data entry, configure Related Data settings, and preview and confirm the setup; all 3 are available without membership.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Open the Related Data entry | Free |
| 2 | 2. Configure Related Data settings | Free |
| 3 | 3. Preview and confirm the setup | Free |
How-to Guide
1. Open the Related Data entry
Entry path: Form Editor → Exam → Related Data
- Open the Smart Form that you want to edit.
- Enter the form editing screen.
- Select the Exam module in the left navigation pane.
- Find Related Data and click it to start editing.
Success Criteria
- Interface result: You enter the Related Data editing area or its pop-up panel.
- Next action available: You can continue viewing and changing the settings.
Tips While Using
- Make sure your account has permission to edit the form.
- If the Exam module is not visible, first confirm that you are in the correct form editing screen.
2. Configure Related Data settings
Entry path: Related Data settings panel
- Review the available options in the Related Data panel.
- Configure the settings as prompted in the interface.
- Check whether each setting matches the current exam needs.
Success Criteria
- Interface result: The settings are updated to the values you need.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Review the current exam rules before making changes to avoid repeated adjustments.
- If the changes affect later responses, it is better to finish the setup before publishing.
3. Preview and confirm the setup
Entry path: Preview and confirmation area in the Related Data panel
- After configuring the settings, preview the result first.
- Check whether the preview matches your expectation.
- Click Confirm to finish the operation.
- If needed, go back and adjust the settings again.
Success Criteria
- Interface result: The configuration is confirmed and saved.
- Next action available: You can continue editing other exam content or prepare to publish.
Tips While Using
- It is recommended to complete the preview check before publishing.
- Some changes may appear in the response side only after a later publish step.